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Perfromance Wealth Partners’s Toronto Dominion Bank TD Stock Holding History

Perfromance Wealth Partners’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,800
Closed -$1.14M – 188
2021
Q4 		$1.14M Buy
+14,800
New +$1.08M 0.05% 78

Other funds holding TD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Perfromance Wealth Partners's TD Position: Q1 2022 in Review

Perfromance Wealth Partners sold out of Toronto Dominion Bank (TD) in Q1 2022, closing a stake of 14,800 shares — an estimated $1.14M sold.

Perfromance Wealth Partners first reported a position in TD in Q4 2021 and held it in 1 quarter. The position peaked at $1.14M in Q4 2021. 735 funds tracked by Wall St. Rank hold TD as of Q1 2022.

  • Perfromance Wealth Partners reported no remaining Toronto Dominion Bank position as of Q1 2022 after selling out during the quarter.
  • Perfromance Wealth Partners sold 14,800 Toronto Dominion Bank shares in Q1 2022, an estimated $1.14M.
  • Perfromance Wealth Partners first reported a position in Toronto Dominion Bank in Q4 2021 and held it in 1 quarter.
  • Perfromance Wealth Partners's Toronto Dominion Bank position peaked at $1.14M in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2022.

Based on Perfromance Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.